Dear Pip, 
Yes, REEMF got 21 million from DOD and now gets 4.4 million WY and what have they done with It?  You remember that spot in Pat's video where he talks about the six step in the supply chain?  REEMF is still in the first two steps.  Find the ore. mine the ore, then what maybe they can take the tech before SX and make it work.  Pat is right no other company is working on the middle steps in the supply chain.  Pure separation. 
Good night.
Dragon